IJJ vs BBUS
Comparison between ISHARES S&P MID-CAP 400 VALUE ETF (IJJ, ETF) and JPMORGAN BETABUILDERS U.S. EQUITY ETF (BBUS, ETF).
5-Year PerformanceBBUS has outperformed IJJ, delivering a return of +12.7% compared to +8.6%
IJJ vs BBUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IJJ
$8.50B
BBUS
$8.40B
Expense Ratio
IJJ
0.18%
Winner
BBUS
0.02%
Max Drawdown
IJJ
59.57%
Winner
BBUS
35.35%
Sharpe Ratio
IJJ
1.11
Winner
BBUS
1.50
5Y Beta
Winner
IJJ
0.90
BBUS
0.98
P/E Ratio
Winner
IJJ
22.22
BBUS
27.92
Forward P/E
Winner
IJJ
13.97
BBUS
20.99
PEG Ratio
Winner
IJJ
0.07
BBUS
0.39
5Y Dividends CAGR
Winner
IJJ
10.22%
BBUS
6.79%
5Y EPS CAGR
IJJ
9.77%
Winner
BBUS
28.20%
Debt to Equity
IJJ
45.77%
Winner
BBUS
40.91%
P/S Ratio
Winner
IJJ
1.03
BBUS
3.52
P/B Ratio
Winner
IJJ
1.94
BBUS
5.35
IJJ vs BBUS - Holdings Comparison
IJJ and BBUS have 13 common holdings. Overlap is -0.02%
IJJ's top 25 holdings weight is 20.43%. BBUS's top 25 holdings weight is 48.77%.
| Rank | IJJ | BBUS |
|---|---|---|
| #1 | RELIANCE INC (RS) - 1.24% | NVIDIA CORP (NVDA) - 7.49% |
| #2 | TD SYNNEX CORP (SNX) - 1.22% | APPLE INC (AAPL) - 6.78% |
| #3 | US FOODS HOLDING CORP (USFD) - 1.18% | MICROSOFT CORP (MSFT) - 4.40% |
| #4 | WESCO INTERNATIONAL INC (WCC) - 1.00% | AMAZON.COM INC (AMZN) - 3.64% |
| #5 | PERFORMANCE FOOD GROUP CO (PFGC) - 0.95% | ALPHABET INC CLASS A (GOOGL) - 3.31% |
| #6 | ALCOA CORP (AA) - 0.94% | ALPHABET INC CLASS C (GOOG) - 2.86% |
| #7 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.93% | BROADCOM INC (AVGO) - 2.86% |
| #8 | BORGWARNER INC (BWA) - 0.87% | META PLATFORMS INC CLASS A (META) - 1.94% |
| #9 | OVINTIV INC (OVV) - 0.86% | MICRON TECHNOLOGY INC (MU) - 1.83% |
| #10 | REGAL REXNORD CORP (RRX) - 0.85% | TESLA INC (TSLA) - 1.75% |
| #11 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.85% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | TOLL BROTHERS INC (TOL) - 0.84% | JPMORGAN CHASE & CO (JPM) - 1.40% |
| #13 | JONES LANG LASALLE INC (JLL) - 0.82% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | ARAMARK (ARMK) - 0.82% | ADVANCED MICRO DEVICES INC (AMD) - 1.30% |
| #15 | UNUM GROUP (UNM) - 0.81% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | PERMIAN RESOURCES CORP CLASS A (PR) - 0.80% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | ENTEGRIS INC (ENTG) - 0.80% | VISA INC CLASS A (V) - 0.87% |
| #18 | REINSURANCE GROUP OF AMERICA INC (RGA) - 0.79% | INTEL CORP (INTC) - 0.82% |
| #19 | WATSCO INC ORDINARY SHARES (WSO) - 0.78% | WALMART INC (WMT) - 0.79% |
| #20 | ALLY FINANCIAL INC (ALLY) - 0.74% | LAM RESEARCH CORP (LRCX) - 0.73% |
| #21 | BURLINGTON STORES INC (BURL) - 0.47% | AMERICAN EXPRESS CO (AXP) - 0.29% |
| #22 | ONTO INNOVATION INC (ONTO) - 0.47% | THE WALT DISNEY CO (DIS) - 0.28% |
| #23 | FLUOR CORP (FLR) - 0.47% | TJX COMPANIES INC (TJX) - 0.28% |
| #24 | MAPLEBEAR INC (CART) - 0.47% | NEXTERA ENERGY INC (NEE) - 0.28% |
| #25 | n/a (VNOM) - 0.46% | BOEING CO (BA) - 0.28% |
| Total Holdings | 265 | 455 |
IJJ vs BBUS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IJJ
+2.84%
BBUS
-1.28%
3M
IJJ
+11.03%
Winner
BBUS
+12.29%
6M
Winner
IJJ
+8.98%
BBUS
+6.90%
1Y
IJJ
+20.40%
Winner
BBUS
+23.10%
5Y(CAGR)
IJJ
+8.56%
Winner
BBUS
+12.70%
10Y(CAGR)
IJJ
+11.20%
BBUS
N/A
Max(CAGR)
IJJ
+12.42%
Winner
BBUS
+15.77%
IJJ vs BBUS - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IJJ | BBUS |
|---|---|---|
| 2026 | +9.29% | +7.65% |
| 2025 | +7.94% | +17.98% |
| 2024 | +11.60% | +25.63% |
| 2023 | +15.45% | +27.68% |
| 2022 | -7.75% | -19.87% |
| 2021 | +32.74% | +28.82% |
| 2020 | +5.70% | +19.58% |
| 2019 | +27.69% | +16.54% |
| 2018 | -11.29% | N/A |
| 2017 | +12.99% | N/A |
| 2016 | +29.86% | N/A |
| 2015 | -4.94% | N/A |
| 2014 | +14.83% | N/A |
| 2013 | +32.68% | N/A |
| 2012 | +18.97% | N/A |
| 2011 | -2.26% | N/A |
| 2010 | +22.66% | N/A |
| 2009 | +34.71% | N/A |
| 2008 | -32.78% | N/A |
| 2007 | +3.25% | N/A |
| 2006 | +14.64% | N/A |
| 2005 | +15.96% | N/A |
| 2004 | +22.89% | N/A |
| 2003 | +43.00% | N/A |
| 2002 | -6.23% | N/A |
| 2001 | +14.45% | N/A |
| 2000 | +22.93% | N/A |
IJJ vs BBUS Drawdown Comparison
The maximum drawdown for IJJ was -56.39%, occurring on Mar 9, 2009. Recovery took 888 trading sessions.
The maximum drawdown for BBUS was -35.35%, occurring on Mar 23, 2020. Recovery took 152 trading sessions.
The current IJJ drawdown is -1.25%. The current BBUS drawdown is -3.22%.
| Rank | IJJ | BBUS |
|---|---|---|
| #1 | -56.39% Jun 4, 2007 - Dec 10, 2010 | -35.35% Jan 16, 2020 - Aug 24, 2020 |
| #2 | -46.11% Jan 16, 2020 - Nov 24, 2020 | -25.46% Dec 29, 2021 - Dec 13, 2023 |
| #3 | -31.22% Apr 17, 2002 - Aug 21, 2003 | -19.01% Feb 19, 2025 - Jun 26, 2025 |
| #4 | -26.92% Apr 29, 2011 - Mar 13, 2012 | -9.57% Sep 2, 2020 - Nov 13, 2020 |
| #5 | -22.67% Nov 25, 2024 - Dec 10, 2025 | -9.21% Jan 12, 2026 - Apr 15, 2026 |
| #6 | -22.14% Aug 29, 2018 - Oct 28, 2019 | -8.54% Jul 16, 2024 - Sep 19, 2024 |
| #7 | -20.74% May 22, 2001 - Jan 4, 2002 | -6.68% May 3, 2019 - Jun 20, 2019 |
| #8 | -20.10% Jun 23, 2015 - Jun 2, 2016 | -5.94% Jul 26, 2019 - Oct 25, 2019 |
| #9 | -19.09% Jan 4, 2022 - Jan 27, 2023 | -5.31% Mar 28, 2024 - May 14, 2024 |
| #10 | -18.74% Feb 2, 2023 - Dec 19, 2023 | -5.28% Sep 3, 2021 - Oct 20, 2021 |
| #11 | -11.55% Mar 26, 2012 - Sep 6, 2012 | -5.18% Oct 29, 2025 - Dec 11, 2025 |
| #12 | -11.38% May 8, 2006 - Nov 14, 2006 | -4.72% Feb 12, 2021 - Mar 15, 2021 |
| #13 | -10.92% Feb 15, 2001 - Apr 27, 2001 | -4.60% Jun 2, 2026 - Jun 10, 2026 |
| #14 | -10.59% Feb 6, 2026 - Jun 2, 2026 | -4.45% Nov 18, 2021 - Dec 23, 2021 |
| #15 | -10.11% Sep 2, 2014 - Nov 21, 2014 | -4.31% Dec 6, 2024 - Jan 23, 2025 |
Correlation
Correlation between IJJ and BBUS is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2000 - 2026)
IJJ vs BBUS dividend yield comparison.
| Year | IJJ | BBUS |
|---|---|---|
| 2026 | 0.66% | 0.48% |
| 2025 | 1.79% | 1.07% |
| 2024 | 1.81% | 1.21% |
| 2023 | 1.68% | 1.38% |
| 2022 | 1.97% | 1.57% |
| 2021 | 1.62% | 1.11% |
| 2020 | 3.14% | 1.43% |
| 2019 | 3.40% | 1.37% |
| 2018 | 4.02% | 0.00% |
| 2017 | 3.05% | 0.00% |
| 2016 | 3.34% | 0.00% |
| 2015 | 3.66% | 0.00% |
| 2014 | 3.30% | 0.00% |
| 2013 | 2.95% | 0.00% |
| 2012 | 3.81% | 0.00% |
| 2011 | 3.56% | 0.00% |
| 2010 | 3.11% | 0.00% |
| 2009 | 4.10% | 0.00% |
| 2008 | 6.29% | 0.00% |
| 2007 | 3.49% | 0.00% |
| 2006 | 3.58% | 0.00% |
| 2005 | 4.01% | 0.00% |
| 2004 | 4.81% | 0.00% |
| 2003 | 4.92% | 0.00% |
| 2002 | 5.59% | 0.00% |
| 2001 | 4.70% | 0.00% |
| 2000 | 3.05% | 0.00% |
Select Stocks to Compare
Popular: IJJ vs SPYBBUS vs SPY
More Comparisons
Compare with similar stocks